Banking Services

The purpose of this Request for Proposals (RFP) is to solicit proposals from one or more qualified Offerors to establish a contract through competitive negotiation for comprehensive banking services that will support the financial operations of the municipality. This service is intended to enhance the City’s capabilities in managing its finances and overall cash management. The selected banking partner will provide an array of services that include but are not limited to, commercial banking and treasury management services, while ensuring compliance with local, state, and federal regulations.  The City would like to take advantage of the latest technology while also improving efficiency. 

Background

The City of Greer is located in the upstate section of South Carolina, within Greenville and Spartanburg Counties. It is an independent city with no other jurisdiction having overlapping debt or taxing power. The population exceeds 50,000. The annual operating budget is $61.1 million. The City has been governed under the council-manager system  since it was created in 1876. The elected City Council has seven (7) members, including the directly elected mayor. Banking services are managed by the City Finance Director.  The City Finance Director is required to bill and collect City taxes and fees, serve as custodian of all revenues and disburse funds.

Project Details

• Reference ID: 2027-004
• Department: Finance
• Department Head: Christopher Kline (Finance Director)

Important Dates

• Questions Due: 2026-08-07T21:00:00.000Z
• Answers Posted By: 2026-08-14T21:00:00.000Z

Evaluation Criteria

• Overall Qualifications (25 pts) —

  This includes location, qualification of support staff, identified contacts

• Required Services (25 pts) —

  Does the offeror provide all the services required and how well do they meet the needs of the City

• Additional Proposed Services (25 pts) —

  Does the offeror provide additional services that can enhance the banking experience and efficiency of the City.

• Banking Services Fees and Proposed Interest Rate (15 pts)
• Conversion Plan (10 pts)

Submission Requirements

• Equal Employment Opportunity Agreement (required) —

  Please download the below documents, complete, and upload.

• Non-Collusion Affidavit (required) —

  Please download the below documents, complete, and upload.

• South Carolina Illegal Immigration Reform Act Contractor Certification (required) —

  Please download the below documents, complete, and upload.

• Will you be using Sub-Contractors? (required)
• Sub-Contractor List (required) —

  Please download the below documents, complete, and upload.

• Disclosure that City officials are not to benefit personally from the award of the contract. (required) —

  In compliance with the City’s financial disclosure, ethical conduct policy and ordinances, a prerequisite to any payment under the terms of a contract is that the offeror will furnish explicit statements, under oath, affirming that the City Administrator, other officers, agents and employees of the City, members of the Greer City Council, and members of employees of the commissions, boards and corporations controlled or appointed by the City Council have not received and have not been promised, directly or indirectly, any financial benefit or remuneration, by way of fee, commission, finder’s fee, or in any way or other manner, arising directly or indirectly from this contract.  Upon request by the City Administrator, or other authorized agent, the offeror will provide answers, under oath, to any interrogatories concerning any possible conflict of interest or monies received directly or indirectly from the award of the contract.

• Warranty against contingent fees. (required) —

  The offeror warrants that no person or selling agency has been employed or retained on its behalf to solicit or secure this contract for a commission, percentage, brokerage, or contingent fee.  If an offeror violates this warranty, the City has the right to terminate or to suspend any contract awarded to the offeror without liability to the City.  Alternatively, the City may, in its discretion, deduct from the contract price or consideration, the full amount of any such commission, percentage, brokerage, or contingent fee paid by the offeror.

• Proposal Response (required)
• Will there be a pre-proposal meeting? (required)
• Will your meeting be mandatory or non-mandatory? (required)
• What is the location of your pre-bid/proposal/response meeting? (required) —

  Please provide a complete address. 

• Will there be Oral Presentations/Interviews? (required)
• Oral Presentations/Interviews will be held the week of: (required) —

  Example: April 1, 2024

  If not applicable, type N/A

• Offerors must have a minimum of _____ (__) experience in providing similar services to communities with comparable projects. (required)
• Will Subcontractors be allowed? (required)
• Provide names of the project team: (required) —

  These are the team members to be included in project communication and/or meetings.

• Provide the names of your review team: (required) —

  These are team members that will be part of the evaluation process.